Screener
BBHM vs CGBL
BBH Select Mid Cap ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.48% less per year.
- CGBL is significantly larger than BBHM — larger funds tend to be more liquid and less likely to close.
- BBHM is classified as equity, while CGBL is mixed asset — different risk/return profiles.
Side-by-side comparison
| BBHM | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.81% | 0.33% |
| Fund size (AUM) | $521M | $6.1B |
| Since | 2021 | 2023 |
| Dividend yield | 0.00% | 1.92% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +19.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 9.65% |
| Max drawdown | -9.78% | -11.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BBHM and CGBL
Explore further